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Carolyn Funsch

T. Rowe Price Investment Services, Inc.

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About Carolyn Funsch

Carolyn Funsch is a financial advisor at T. Rowe Price Investment Services, Inc. Carolyn has over 10 years of experience in the financial services industry and is registered in 53 states. Carolyn holds the Series 7, Series 63 and SIE licenses. Carolyn is dedicated to providing clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Carolyn Funsch is currently registered with T. Rowe Price Investment Services, Inc.. T. Rowe Price Investment Services, Inc. is a corporation formed on June 10, 1980. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It has one regulatory event and three arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

612

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Carolyn Funsch’s Registration & Firm History

MD

07/13/2023 - Present

T. Rowe Price Investment Services, Inc. (BALTIMORE MD)

MD

07/07/2022 - 04/12/2023

FRANKLIN DISTRIBUTORS, LLC (BALTIMORE MD)

MD

08/06/2019 - 06/29/2022

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

MD

10/01/2012 - 07/15/2019

LEGG MASON INVESTOR SERVICES, LLC (BALTIMORE MD)

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Licenses & Designations

BC

Issued 02/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carolyn Funsch.
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